To start constructing an automation in ActiveCampaign, begin with a “trigger.” There are a number of methods you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a type E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.
From there, you can begin building the actions in your automation. Some actions that are readily available in ActiveCampaign’s automations are: Send out an email Alert a staff member Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the goal’s place in the automation.) Start or end another automation, or end the current automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact information Add and get rid of tags Add a note Lead scoring, SMS and website messages, and Facebook Custom Audience management are all “Pro” functions – .
Contrast with ConvertKit‘s Automations, which are more restricted. On ConvertKit, you can trigger an automation when: The contact sends a form The contact makes a purchase A tag is included to the contact A custom-made field is upgraded with a specific value From there, you can produce Conditions, to inspect whether the contact has a particular tag or custom field worth.
You can likewise develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Occasion when: A tag is added or removed The contact purchases A date occurs A custom field is updated with a specific value You don’t create e-mails in ConvertKit’s Automations.
For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign contrast. The primary way I build my list is through an email course. ActiveCampaign makes it easy for me to construct my e-mail course exactly how I wish to build it. Lots of marketers build really easy e-mail series for their “e-mail courses.” A contact register, and after that that contact instantly starts getting lessons.
It was simple to develop with ActiveCampaign, however impossible when I was with MailChimp. I do not do that method. My email course is manually synced with this countdown timer on my site. You need to register by Friday night, and a brand-new course begins each Monday morning. When I first attempted this methodology, I was on MailChimp.
Here’s the automation I use to invite brand-new students to my Design Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome email ().” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits till it is Friday. At 11am, it sends out a “pump up” e-mail to get the students prepared for next week’s course, and encourage them to share it with pals.
The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed registration for next week’s class. They’ll get the pump up email the following Friday morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.
When I run a webinar, I don’t want to send the exact same email to every individual on my list. I desire to send them the appropriate email for their level of engagement – . . Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they haven’t currently acquired the item I pitch in the webinar.
Then it sends out a series of emails to get them thinking about the webinar, and to encourage them to register. If they sign up, they instantly struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t sign up, they get contributed to an automation promoting a rebroadcast of the webinar. .
This enables me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact registered, attended, missed out on, or based upon for how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.
It costs me money, and it makes it more most likely that my e-mails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other emails to get to the people who truly desire them! The “Pro” plan of ActiveCampaign has lead scoring developed in.
Here’s an automation I got from ActiveCampaign’s library of automations, which I utilize to inform which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation adds a “0 days” tag. As time passes, it includes brand-new tags for 7 days, thirty days, 60 days, etc Each time they open an e-mail, a different automation eliminates them from this automation, gets rid of all of those tags, and begins this automation over again.
This automation can be frustrating at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. But, since you can do anything with ActiveCampaign, in some cases you need to build things from scratch. ActiveCampaign has an option to delete non-active subscribers, which I don’t recommend.
Some subscribers don’t have actually tracking turned on, so their opens aren’t taped. Others still want to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send out one e-mail asking if they still want to be subscribed, and briefly explaining why I keep my email list tidy. In one week, I send them another email (if they currently clicked on the confirmation link in the previous e-mail, they’ve currently been removed from the automation using a different automation) – .
The automation then unsubscribes them. My e-mails also have a link to a kind where they can enter their email address to let me know that they don’t have tracking allowed. This kind adds a tag that I use to filter those contacts out. . I used to add this tag when they clicked on a link, however when people do not have tracking on, it makes those links not work so reliably! I just send out an easy “do you still desire my e-mails?” verification.